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IMO vs CARR

Comparison between Imperial Oil Ltd (IMO, Company) and Carrier Global Corp (CARR, Company).

IMO is from the Energy sector, while CARR is from the Industrials sector.

5-Year PerformanceIMO has outperformed CARR, delivering a return of +39.3% compared to +7.2%

IMO vs CARR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
IMO
$58B
CARR
$57B
Max Drawdown
IMO
87.31%
Winner
CARR
41.60%
Sharpe Ratio
Winner
IMO
1.57
CARR
-0.26
5Y Beta
Winner
IMO
0.56
CARR
1.13
Industry
IMO
Oil & Gas Integrated
CARR
Building Products & Equipment
P/E Ratio
Winner
IMO
28.06
CARR
35.15
Forward P/E
Winner
IMO
13.97
CARR
24.51
PEG Ratio
IMO
5.18
Winner
CARR
1.67
Dividend Yield
Winner
IMO
2.47%
CARR
1.35%
5Y Dividends CAGR
Winner
IMO
30.97%
CARR
23.62%
Debt to Equity
Winner
IMO
15.24%
CARR
82.80%
Free Cash Flow Yield
Winner
IMO
7.41%
CARR
3.67%
P/S Ratio
Winner
IMO
1.30
CARR
2.61
P/B Ratio
Winner
IMO
3.73
CARR
4.28

IMO vs CARR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IMO
+9.09%
CARR
-7.18%
3M
IMO
+0.95%
Winner
CARR
+8.46%
6M
Winner
IMO
+25.41%
CARR
+15.92%
1Y
Winner
IMO
+55.14%
CARR
-11.18%
5Y(CAGR)
Winner
IMO
+39.26%
CARR
+7.23%
10Y(CAGR)
IMO
+17.58%
CARR
N/A
Max(CAGR)
IMO
+13.07%
Winner
CARR
+32.84%

IMO vs CARR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIMOCARR
2026+41.05%+25.61%
2025+41.74%-21.67%
2024+9.09%+22.38%
2023+27.35%+40.25%
2022+36.15%-20.16%
2021+91.82%+48.01%
2020-25.77%+217.24%
2019+6.21%N/A
2018-18.21%N/A
2017-9.06%N/A
2016+10.11%N/A
2015-22.54%N/A
2014-0.22%N/A
2013+3.79%N/A
2012-4.51%N/A
2011+8.45%N/A
2010+3.90%N/A
2009+11.86%N/A
2008-38.08%N/A
2007+54.84%N/A
2006+7.20%N/A
2005+73.66%N/A
2004+33.66%N/A
2003+56.95%N/A
2002+8.31%N/A
2001+9.16%N/A
2000+28.40%N/A
1999-6.96%N/A

IMO vs CARR Drawdown Comparison

The maximum drawdown for IMO was -84.82%, occurring on Mar 18, 2020. Recovery took 3492 trading sessions.

The maximum drawdown for CARR was -40.82%, occurring on Oct 20, 2022. Recovery took 480 trading sessions.

The current IMO drawdown is -9.64%. The current CARR drawdown is -17.15%.

RankIMOCARR
#1-84.82%
May 20, 2008 - Apr 1, 2022
-40.82%
Aug 27, 2021 - Jul 27, 2023
#2-29.71%
Jun 8, 2022 - Nov 11, 2022
-37.93%
Oct 14, 2024 - Nov 20, 2025
#3-28.45%
Oct 3, 2005 - Aug 7, 2006
-25.28%
Mar 31, 2020 - Apr 29, 2020
#4-23.60%
Dec 1, 1999 - May 3, 2000
-22.10%
Aug 1, 2023 - Mar 7, 2024
#5-22.93%
Oct 7, 2024 - Jun 12, 2025
-14.90%
Jan 12, 2021 - Mar 29, 2021
#6-22.39%
Aug 9, 2006 - May 7, 2007
-13.63%
Jun 8, 2020 - Jul 10, 2020
#7-22.24%
Nov 11, 2022 - Aug 30, 2023
-10.77%
Mar 21, 2024 - Apr 26, 2024
#8-20.85%
May 17, 2002 - Feb 20, 2003
-10.46%
May 8, 2020 - May 20, 2020
#9-20.52%
Nov 6, 2007 - Apr 16, 2008
-9.82%
Apr 30, 2020 - May 8, 2020
#10-20.46%
Jul 18, 2007 - Sep 18, 2007
-9.69%
Jul 16, 2024 - Aug 23, 2024
#11-19.37%
May 18, 2026 - Jul 1, 2026
-9.58%
Nov 16, 2020 - Jan 7, 2021
#12-17.60%
Sep 15, 2000 - Apr 26, 2001
-9.49%
Mar 20, 2020 - Mar 25, 2020
#13-17.30%
Apr 4, 2005 - Jun 13, 2005
-7.48%
May 21, 2024 - Jul 11, 2024
#14-16.52%
Nov 18, 2025 - Jan 23, 2026
-6.56%
May 10, 2021 - May 28, 2021
#15-14.36%
Aug 26, 2024 - Oct 4, 2024
-6.19%
Aug 26, 2020 - Oct 2, 2020

Correlation

Correlation between IMO and CARR is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (1999 - 2026)

IMO vs CARR dividend yield comparison.

YearIMOCARR
20261.02%0.72%
20252.40%1.70%
20242.84%1.16%
20232.73%1.30%
20222.30%1.54%
20212.28%0.94%
20203.50%0.74%
20192.41%0.00%
20182.36%0.00%
20172.02%0.00%
20161.70%0.00%
20151.66%0.00%
20141.21%0.00%
20131.11%0.00%
20121.12%0.00%
20110.99%0.00%
20101.06%0.00%
20091.03%0.00%
20081.13%0.00%
20070.64%0.00%
20060.87%0.00%
20050.94%0.00%
20041.48%0.00%
20031.96%0.00%
20022.93%0.00%
20012.96%0.00%
20001.98%0.00%
19990.90%0.00%

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